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Account Holder Adds Joint Owner then Passes Away

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Question: 
If an account owner adds a joint account owner and then passes away, is the joint holder/now owner entitled to copies of statements predating their ownership?
Answer: 

No. She or she was not an owner of the account for the time before he/she became a joint owner. Therefore, he/she is not entitled to access such information.

First published on 06/02/2019

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